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BGadmin
1 Min Read

Art Somma asked us, “Hi, anyone using social magnet, and is it still being updated with new content?” Social Magnet has moved into Agent CRM (only one login!) and yes it is being updated with new content! Here’s the link to request the Social Planner…


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BGadmin
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Heritage Life Solutions asked us, “Can you use your personal cell number inside your Agent CRM account for text/phone correspondence or is it required to use the Twilio number assigned to you?”   “If you want any of the automation to work, you’ll have to…

BGadmin
1 Min Read

Gary for Insurance asked us. “Hey y’all, I made a funnel for a free eBook and created the form to collect name and email information. However, Is there a video I can watch that shows how to have the book sent to their email when…

BGadmin
1 Min Read

Greg Crawford asked us, “QUESTION: How do you use your domain for your landing pages without disrupting my main site on WordPress? I connected my domain to Agent CRM but then my www.mainsite was redirecting to a landing page inside Agent CRM.” “Use sub-domains for…

BGadmin
1 Min Read

Greg Crawford asked us, “Can you direct me to best way to zap when someone makes a direct purchase from my funnel? Agent CRM Sales Funnel => CRM=> External course software” ” You can trigger a funnel sale (from your Agent CRM account) on the…

BGadmin
1 Min Read

Matthew Burleson asked us, “I am setting up an internal notification in one of my workflows. When I do that it is asking me to select a redirect page. I am not sure what this is. I have 3 options if that makes a difference:…